-39.0%
GIS vs OVV
+58.8%
-97.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.4% |
| 7D | -3.4% | +8.0% | -11.4% | -3.4% |
| 30D | +6.9% | -2.0% | +8.9% | +6.9% |
| 3M | -10.1% | +5.4% | -15.5% | -10.2% |
| 6M | +5.9% | +14.3% | -8.4% | +5.6% |
| YTD | -21.1% | +69.4% | -90.5% | -22.1% |
| 1Y | -22.5% | +72.4% | -94.9% | -23.5% |
| 3Y | -39.0% | +58.4% | -97.4% | -41.1% |
| All | -39.0% | +58.8% | -97.8% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling